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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,620 | $167,533+22.7% | $151,645+35.6% | $134,545+52.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.38% | 7.81%-16.2pp | 3.34%-11.7pp | 418.37%-426.7pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $15,026 | $8,985+67.2% | $8,363+79.7% | $6,401+134.7% |
| Admin fee / account holder | $4,048 | $13,781-70.6% | $11,614-65.1% | $11,431-64.6% |